ABOUT MyNameFlow “MyNameFlow is a digital marketing solution that works like a personal assistant to find and organize prospects, and engage them on behalf of Advisors. Learn more here. “
WHAT ARE THE INTEGRATION POINTS BETWEEN MYNAMEFLOW AND REDTAIL CRM?
This new integration allows MyNameFlow users to connect MNF to their Redtail CRM account, and automatically pull over Individual Contacts with email addresses to be included in your automated marketing efforts via MyNameFlow.
Schedule with MNF using this link.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.